[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@tobaccoinsider Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1164915686122151936.png) @tobaccoinsider Tobacco Insider

Tobacco Insider posts on X about $bats, $bti, bat, $pm the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1164915686122151936/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1164915686122151936/c:line/m:interactions.svg)

- X Week XXXXXX +31%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +31%
- X Year XXXXXXXXX +22%

### Mentions: XX [#](/creator/twitter::1164915686122151936/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1164915686122151936/c:line/m:posts_active.svg)

- X Week XX +7.50%
- X Month XXX -XX%
- X Months XXX +141%
- X Year XXXXX +64%

### Followers: XXXXXX [#](/creator/twitter::1164915686122151936/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1164915686122151936/c:line/m:followers.svg)

- X Week XXXXXX +0.04%
- X Month XXXXXX +0.07%
- X Months XXXXXX +2.50%
- X Year XXXXXX +8.80%

### CreatorRank: XXXXXXX [#](/creator/twitter::1164915686122151936/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1164915686122151936/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [countries](/list/countries)  XXXX% [formula 1](/list/formula-1)  #3752 [luxury brands](/list/luxury-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[$bats](/topic/$bats) #3, [$bti](/topic/$bti) #5, [bat](/topic/bat) #374, [$pm](/topic/$pm) #36, [target](/topic/target) #2246, [hotels](/topic/hotels) #614, [sunday](/topic/sunday) 8.7%, [debt](/topic/debt) #1580, [acquisition](/topic/acquisition) 6.52%, [insider](/topic/insider) #85

**Top accounts mentioned or mentioned by**
[@richard_ersted](/creator/undefined) [@inves2grow](/creator/undefined) [@dbclouds99](/creator/undefined) [@pranavsureshpn](/creator/undefined) [@v239856](/creator/undefined) [@davidkilli99638](/creator/undefined) [@ichlerne2](/creator/undefined) [@greenmonsterah](/creator/undefined) [@prillacom](/creator/undefined) [@vince_stanzione](/creator/undefined) [@bondkingjanush1](/creator/undefined)

**Top assets mentioned**
[British American Tobacco (BTI)](/topic/$bti) [Philip Morris International Inc. (PM)](/topic/$pm) [Altria Group Inc (MO)](/topic/$mo) [Citigroup Inc (C)](/topic/citigroup) [Ferrari N.V. (RACE)](/topic/$race) [Reynolds Consumer Products Inc. Common Stock (REYN)](/topic/$reyn) [Morgan Stanley (MS)](/topic/morgan-stanley)
### Top Social Posts
Top posts by engagements in the last XX hours

"13F filings are hitting the wires: Druckenmiller sold his entire PMI position in Q3 2025 816k shares were sold. Based on the Q3 2025 average PMI share price ($165) that is a $XXX million sell. He played well to ride the way up $pm"  
[X Link](https://x.com/tobaccoinsider/status/1989649589683761498)  2025-11-15T11:00Z 16.5K followers, 3183 engagements


"Barclays cut PMI price target from $XXX to $XXX $pm When a price momentum chaser poses as an industry analyst he is left with no option but to reverse gears when the momentum stops"  
[X Link](https://x.com/tobaccoinsider/status/1990476471211864437)  2025-11-17T17:45Z 16.5K followers, 2666 engagements


"Kenneth Dart's Spring Mountain Investments cuts its stake in BAT from XXXX% to XXXX% $bti $bats Following a 4.5-month pause Spring Mountain re-started to sell down its BAT holding in September"  
[X Link](https://x.com/tobaccoinsider/status/1977666736309846121)  2025-10-13T09:24Z 16.5K followers, 7996 engagements


"PMI faces lawsuit over alleged abandonment of the inhalable aspirin product acquired in 2021 Read more: The complaint accuses PMI of breaching the acquisition contract by failing to advance or commercialise the product $pm"  
[X Link](https://x.com/tobaccoinsider/status/1987158174353531296)  2025-11-08T14:00Z 16.5K followers, 1979 engagements


"Note: In FY24 Imperial Brands made XXXX% of its operating profit in the U.S. (compared to peers: less than Altria and BAT but much more than PMI and Japan Tobacco)"  
[X Link](https://x.com/tobaccoinsider/status/1990012388255396080)  2025-11-16T11:01Z 16.5K followers, 1157 engagements


"Sunday Poll: FY26 Guidance will be scrutinized first & foremost in Imperial Brands FY25 results (48%). U.S. Performance comes in second (26%) The level of interest on Imperial's NGP story is very low compared to other tobacco majors (17%) --- Past polls:"  
[X Link](https://x.com/tobaccoinsider/status/1990401228837175300)  2025-11-17T12:46Z 16.5K followers, 1082 engagements


"Imperial Brands: FY25 Results "A Double Beat" - Revenue: +4.1% to 8.32Bn (vs. +3% exp.) - Operating Profit: +4.6% to 3.99Bn (vs. +4.3% exp.) - EPS: +9.1% to XXXX (vs. XXXX exp.) Follow our live coverage: - Volume: -XXX% to 186.9Bn (vs. 183.5Bn exp.)"  
[X Link](https://x.com/tobaccoinsider/status/1990681392296984689)  2025-11-18T07:20Z 16.5K followers, 3593 engagements


"Imperial Brands: Quickly bought following a lower open. Last up +2.6% $imb Follow our live coverage of Imperial Brands FY25 Results: FY26 Outlook: - Revenue growth: low single-digit - Operating profit growth: 3%-5% EPS growth: min. high-single digit"  
[X Link](https://x.com/tobaccoinsider/status/1990694679537725550)  2025-11-18T08:12Z 16.5K followers, 1996 engagements


"A note to our subcribers: "Imperial Brands FY25 Results" Memo is out ✉ Enjoy the read"  
[X Link](https://x.com/tobaccoinsider/status/1990799846635418080)  2025-11-18T15:10Z 16.5K followers, 2450 engagements


"TJP Labs Sues Imperial Brands for Alleged Breach of ZONE Volume Targets Read more: The conflict relates to the contingent payments associated to Imperial's acquisition of nicotine pouches (now called ZONE) from TJP Labs to enter the U.S. market"  
[X Link](https://x.com/tobaccoinsider/status/1991855822876651995)  2025-11-21T13:06Z 16.5K followers, 1327 engagements


"Sunday Poll: Altria lags its competitors the most in terms of management quality (56%) Approval ratings for Altria (-3pp) and BAT (+4pp) continue move in opposite directions. CEO transition crisis seems to be contained at Imperial Brands --- Past polls:"  
[X Link](https://x.com/tobaccoinsider/status/1992937054268018950)  2025-11-24T12:43Z 16.5K followers, 2235 engagements


"A note to our subcribers: "BAT: FY26 Growth Algorithm" write-up is out ✉ A detailed look into what it takes for BAT to return to 3-5% revenue and mid-single digit (4%-6%) operating profit growth algorithm in 2026. Enjoy the read"  
[X Link](https://x.com/tobaccoinsider/status/1993001505629389289)  2025-11-24T16:59Z 16.5K followers, 6262 engagements


"Imperial Brands: Dividend Information Ex-dividend date: Nov XX (Thursday) Payment date: Dec XX Amount: XXXXXX Annual Yield: X% Imperial (32) trades at 10.2x FY25 EPS (3.15)"  
[X Link](https://x.com/tobaccoinsider/status/1993326477253693638)  2025-11-25T14:30Z 16.5K followers, 1630 engagements


"Smoking hot 🔥 Tobacco stocks are having their best day in months. BAT (LSE) and Imperial Brands are closing in on a new 52-week high (now trading X% below)"  
[X Link](https://x.com/tobaccoinsider/status/1993338423248405000)  2025-11-25T15:18Z 16.5K followers, 5027 engagements


"BAT price targets raised: Deutsche Bank goes from XX to XX Citigroup goes from XXXX to XXXX "Fundamental" analysts are hoping for a technical break-out ahead of the FY25 Pre-close Trading Update (Dec 9); $bats (43.85) now trading XXX% below its 52-week high (44)"  
[X Link](https://x.com/tobaccoinsider/status/1994348213877281133)  2025-11-28T10:10Z 16.5K followers, 4630 engagements


"BAT: New 52-week high XXXXX $bats BAT fully recovered the XX% August-October pullback and made a new 7-year high (all-time high: XXXXX from June 2017)"  
[X Link](https://x.com/tobaccoinsider/status/1994419114333360601)  2025-11-28T14:52Z 16.5K followers, 5672 engagements


"BAT: Total Voting Rights Issued share capital: XXXX billion shares Held in Treasury: XXX million shares The number of shares is XXX% less than a month ago and XXX% less than a year ago. The number of Treasury shares remains virtually unchanged (c.133 million) $bti $bats"  
[X Link](https://x.com/tobaccoinsider/status/1995515503750549586)  2025-12-01T15:29Z 16.5K followers, 1972 engagements


"PMI: MS Global Consumer & Retail Conference Summary of the CEO's speech: The final thought: Smoke-free transition remains intact and value-accretive but 2026 will require careful navigation of tax and competitive pressures in specific markets $pm"  
[X Link](https://x.com/tobaccoinsider/status/1995893697209156057)  2025-12-02T16:31Z 16.5K followers, 3197 engagements


"Philip Morris International extends its partnership with Scuderia Ferrari for the 2026 season and beyond ZYN brand will feature on Scuderia Ferrari HP Formula X liveries starting with the Abu Dhabi Grand Prix 2025 scheduled for this weekend $pm"  
[X Link](https://x.com/tobaccoinsider/status/1996187021535314028)  2025-12-03T11:57Z 16.5K followers, 2317 engagements


"BAT initiates the process for the divestment of c.15.3% direct stake in ITC Hotels BAT announced its intention to sell between X% and c.15.3% of the issued share capital of ITC Hotels. Proceeds will be used to reduce debt $bti $bats"  
[X Link](https://x.com/tobaccoinsider/status/1996574971565351190)  2025-12-04T13:39Z 16.5K followers, 3084 engagements


"@DBclouds99 Market does not like the idea of "2026 being portrayed as a year that requires careful navigation" $pm"  
[X Link](https://x.com/tobaccoinsider/status/1996630662582096168)  2025-12-04T17:20Z 16.5K followers, XXX engagements


"PMI is down X% in two days (since the moment Jacek opened his mouth at the MS GCR Conference) Market does not like the idea of "2026 requiring careful navigation of tax and competitive pressures in specific markets" $pm Recall our summary:"  
[X Link](https://x.com/tobaccoinsider/status/1996632636136345703)  2025-12-04T17:28Z 16.5K followers, 4663 engagements


"Sunday Poll: What is your FY26 revenue & operating profit growth expectation for BAT $bti $bats - Lower than the mid-term range - X% revenue X% operating profit - X% revenue X% operating profit - Higher than the mid-term range --- Past Polls:"  
[X Link](https://x.com/tobaccoinsider/status/1997621763946226129)  2025-12-07T10:58Z 16.5K followers, 2034 engagements


"BAT's mid-term growth algorithm: 3%-5% revenue growth and 4%-6% adj. profit from operations growth per annum on a sustainable basis by 2026 $bti $bats"  
[X Link](https://x.com/tobaccoinsider/status/1997622134009659861)  2025-12-07T11:00Z 16.5K followers, 1441 engagements


"PMI's mid-term growth algorithm (2023 Investor Day): 6%-8% revenue growth and 8%-10% operating income growth on an organic basis $pm"  
[X Link](https://x.com/tobaccoinsider/status/1997623223588946424)  2025-12-07T11:04Z 16.5K followers, XXX engagements


"Joke aside there is a clear convergence between the buy- and sell-side: established market expectation for BAT is to deliver the low end-to-mid of the mid-term growth range (i.e. 3%-5% revenue and 4%-6% adjusted operating profit growth) in 2026 $bti $bats"  
[X Link](https://x.com/tobaccoinsider/status/1998003806479458310)  2025-12-08T12:16Z 16.5K followers, 1264 engagements


"BAT: FY25 Pre-close Trading Update Tomorrow before the LSE opening bell Follow our live coverage: Watch-out: Any hints on the acceleration of BAT's financial delivery (based on market share volume revenue and profit trends) $bti $bats"  
[X Link](https://x.com/tobaccoinsider/status/1998029806949245422)  2025-12-08T14:00Z 16.5K followers, 2185 engagements


"Ahead of the MS GCR Conference PMI reaffirms its FY25 EPS guidance of $XXXX to $XXXX representing - XXXX% to XXXX% growth excluding adjustments (unfavorable $0.07) - XXXX% to XXXX% growth further excluding FX impact (favorable $0.10) $pm trades at 20.8x adjusted FY25 EPS"  
[X Link](https://x.com/tobaccoinsider/status/1995845408862732311)  2025-12-02T13:20Z 16.5K followers, 1775 engagements


"Sunday Poll: XX% expect BAT to deliver X% revenue and X% operating profit growth (low-end of the mid-term target) $bti Implied consensus is XXX% revenue and XXX% opr. profit growth. Sell-side consensus is XXX% - 4.7%. What a coincidence 🙃 --- Past Polls:"  
[X Link](https://x.com/tobaccoinsider/status/1998002173037129937)  2025-12-08T12:10Z 16.5K followers, 1787 engagements


"We released a note on July XX stating that it is the optimal time for BAT to divest its ITC Hotels stake. Unfortunately for BAT ITC Hotels made an all-time high on the very same day (such a coincidence right) at XXX and dropped XX% since then We trust in BAT's statement that the necessary approvals were not ready at the time $bti $bats"  
[X Link](https://x.com/tobaccoinsider/status/1996587472294183070)  2025-12-04T14:28Z 16.5K followers, 4734 engagements


"Imperial Brands: New 52-week high XXXX Up +29.3% YTD. Trades at 10.5x FY25 EPS (3.15) - the lowest multiple among the tobacco majors. Dividend Yield: XXX% (1.6/share)"  
[X Link](https://x.com/tobaccoinsider/status/1998412439944409176)  2025-12-09T15:20Z 16.5K followers, 1670 engagements


"A race of two brands: in Abu Dhabi this weekend McLaren tweaks livery to promote VELO nicotine pouches as its drivers compete for the world championship in the final race of the 2025 season. Meanwhile Ferrari liveries will feature ZYN"  
[X Link](https://x.com/tobaccoinsider/status/1996504752083939634)  2025-12-04T09:00Z 16.5K followers, 3469 engagements


"BAT sold XX% of its ITC Hotels stake $bti $bats 187.5Mn shares sold representing X% of the share capital. BAT retains c.6.3% stake in ITCHL. Net proceeds c.315Mn to be used to reduce debt. BAT's net debt: 32.32Bn. Target: 2-2.5x EBITDA (24-30Bn)"  
[X Link](https://x.com/tobaccoinsider/status/1996853683771134202)  2025-12-05T08:06Z 16.5K followers, 2421 engagements


"Net debt: 29.75Bn (as of 30.06.25) Cash held in Canada: 2.58Bn Adj. net debt: 32.32Bn EBITDA adj. for Canada: c.12Bn BAT aims to return to 2-2.5x net debt/EBITDA adj. for Canada by the end of 2026. 0.32Bn from ITC Hotels. c.2Bn debt to be paid off in XX months $bti $bats"  
[X Link](https://x.com/tobaccoinsider/status/1996855428106670123)  2025-12-05T08:13Z 16.5K followers, 1464 engagements


"BAT's deleveraging target is achievable. Recall: BAT reduced its debt pile at a speed of 2.1Bn per year for the last XXX years (since the Reynolds American acquisition) 👇"  
[X Link](https://x.com/tobaccoinsider/status/1996856265218445392)  2025-12-05T08:16Z 16.5K followers, 1706 engagements


"BAT: "Stellar Velo Plus performance in the U.S. Reached # X in volume (+920bps to 15.6%) and value share. Triple-digit revenue growth" Follow our live coverage - BAT FY25 Trading Update: Heated tobacco & vapour still under pressure despite improvements"  
[X Link](https://x.com/tobaccoinsider/status/1998300676074635508)  2025-12-09T07:56Z 16.5K followers, 1951 engagements


"BAT Price Action Today $bats Day low: XXXXX Close: XXXXX (2.2 or c.5% swing from the day low)"  
[X Link](https://x.com/tobaccoinsider/status/1998433290395828374)  2025-12-09T16:43Z 16.5K followers, 1283 engagements


"Morgan Stanley raises BAT target price 🔥 From XX to XXXX when shares are trading at XXXX. What is the point Stay where you are and pray for a market/industry-wide sell-off to be proven right after being wrong forever. You know even a broken clock is right twice a day"  
[X Link](https://x.com/tobaccoinsider/status/1998739480740852028)  2025-12-10T13:00Z 16.5K followers, 2082 engagements